Before attempting to share your accounts using Validis Connect, please ensure the following:
- You have read THIS article
- The Validis Connect Prerequisites for user permissions are in place on your machine.
- You are online and connected to the internet.
- You have a working Accounting Package and can access the data to share within the Accounting Package.
- You know the User ID and Password to access your Sage 50 UK data.
You may need to ask your IT department for some of the above information.
To begin the upload process using Validis, you need to be logged in to the Portal.
From within the portal, choose the Engagement for which you wish to upload data. Then click Upload on the top right of the dashboard.
Select your Upload Scope as either Month End Reconciliation or Audit/Survey.
Choose the Accounting Package from the drop-down menu. Additionally, you can use the search box to locate the accounting package faster.
When the correct Accounting Package is selected, click Continue.
A pop-up window will appear, click Download to begin the upload process.
This will start a download of the Validis setup application. Your browser will show the download progress. In the example below, the Chrome browser was used.
If you want, follow the below for browser-specific guides:
Click here if you are using Google Chrome
Click here if you are using Firefox
Click here if you are using Microsoft Edge
For Chrome, the vclient.application can be seen in the download bar.
Depending on your desktop setup, you may encounter some security warnings that you need to acknowledge during the installation. Click Keep to continue with the download.
When the Validis vclient.application file has finished downloading. Open the file to begin the installation
This will start the download of the Validis Connect application. Your browser will show the download progress. Depending on your desktop setup, you may encounter some security warnings you need to acknowledge during the installation.
Click Install to continue. Please note that the URL below may differ from yours based on your region.
Once the Validis Connect application is installed, it will connect to your Accounting Package. The app is relatively small and will be automatically removed from your desktop after completing the share process.
Validis Connect for Sage 50 UK
Once installed, the application will automatically launch and attempt to locate your Sage 50 UK installation. If you have more than one version of Sage 50 UK installed on your machine, you will be asked to choose which version of Sage 50 to share from.
Select the Version of Sage 50 UK that holds your company data from the drop-down list and click Next.
Next, please select the Company you'd like to share data for from the drop-down menu.
Enter the correct Username and Password for the company you have selected, then click Next.
If any of these details are incorrect, an error will be displayed and you will be invited to re-enter the correct details.
Select the correct Chart of Accounts to use from the drop-down list and click Next.
If the access details supplied are correct, the data extraction process will begin, and progress will be displayed on the screen. Depending on the size of your database and the number of entries it contains, this process may take a few minutes.
Once all data has been extracted, the data is then compressed, encrypted, and transmitted securely to the Validis central server.
You can continue with other tasks while the extraction takes place.
Do not close the Validis Connect window or interrupt the extraction process.
The success message is presented once the data has finished extracting.
Click Close to exit. At this point, there is nothing more to do. Your Engagement Manager or Client Manager will be notified by email that you have submitted a new share.
Your shared data is now being queued for processing in the Validis central system. You can continue with other tasks on your computer while it processes.
You can track your upload progress in the Validis Portal (you might need to refresh your browser to see updates). The status will change from Loading to Processing, then to Completed.